Lindy Chan is a CFP-designated registered investment advisor at Centric Advisors, LLC, based in Cypress, TX, with 16 years of industry experience. Lindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,162 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centric Advisors manages investments for a fee that is negotiated between 0.25% and 2.50% of the value of your portfolio. Cash is included when calculating the fee. You'll be billed monthly, and can choose to pay via electronic bank transfer or direct withdrawal from your account. Clients in Vermont will never be charged in excess of 2.00%.
Location
12549 Louetta Road, Cypress, TX, 77429
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lindy is a licensed insurance agent since 2008 and may offer insurance products to clients, which presents a conflict of interest. She dedicates about 10-20% of her time to this activity.
Employment History
Current Registrations
Centric Advisors, LLC
Previous Registrations
Sierra Pacific Financial Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.